401k Plan data: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR plan

RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 401k Plan overview

Plan Name	RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR
Plan identification number	002

RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

PRESBYTERIAN HOMES has sponsored the creation of one or more 401k plans.

Company Name: PRESBYTERIAN HOMES

Employer identification number (EIN): 362167832

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 LINDSEY AUMICK LINDSEY AUMICK 2016-10-14
002 2014-01-01 DAVID DIER DAVID DIER 2015-10-15
002 2013-01-01 DAVID DIER
002 2012-01-01 DAVID T. DIER DAVID T. DIER 2013-10-11
002 2011-01-01 ANDREW WISSEL ANDREW WISSEL 2012-10-09
002 2010-01-01 ROBERT E. LANDSMAN ROBERT E. LANDSMAN 2011-10-11
002 2009-01-01 ROBERT E. LANDSMAN
002 2009-01-01 ROBERT LANDSMAN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01	LINDSEY AUMICK	LINDSEY AUMICK	2016-10-14
002	2014-01-01	DAVID DIER	DAVID DIER	2015-10-15
002	2013-01-01	DAVID DIER
002	2012-01-01	DAVID T. DIER	DAVID T. DIER	2013-10-11
002	2011-01-01	ANDREW WISSEL	ANDREW WISSEL	2012-10-09
002	2010-01-01	ROBERT E. LANDSMAN	ROBERT E. LANDSMAN	2011-10-11
002	2009-01-01	ROBERT E. LANDSMAN
002	2009-01-01	ROBERT LANDSMAN

Plan Statistics for RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR

401k plan membership statisitcs for RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR

Measure Date Value
2015: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,491
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,343
Number of retired or separated participants receiving benefits 2015-01-01 7
Number of other retired or separated participants entitled to future benefits 2015-01-01 104
Total of all active and inactive participants 2015-01-01 1,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,454
Number of participants with account balances 2015-01-01 997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,450
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,405
Number of retired or separated participants receiving benefits 2014-01-01 7
Number of other retired or separated participants entitled to future benefits 2014-01-01 78
Total of all active and inactive participants 2014-01-01 1,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,490
Number of participants with account balances 2014-01-01 971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 13
2013: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,301
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,382
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 62
Total of all active and inactive participants 2013-01-01 1,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,450
Number of participants with account balances 2013-01-01 974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6
2012: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,358
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,251
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 45
Total of all active and inactive participants 2012-01-01 1,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,301
Number of participants with account balances 2012-01-01 966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 112
2011: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,324
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,337
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 19
Total of all active and inactive participants 2011-01-01 1,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,358
Number of participants with account balances 2011-01-01 985
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 88
2010: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,275
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,312
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 11
Total of all active and inactive participants 2010-01-01 1,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1,324
Number of participants with account balances 2010-01-01 929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 103
2009: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,272
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 1,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,275
Number of participants with account balances 2009-01-01 904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 48

Measure	Date	Value
2015: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,491
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,343
Number of retired or separated participants receiving benefits	2015-01-01	7
Number of other retired or separated participants entitled to future benefits	2015-01-01	104
Total of all active and inactive participants	2015-01-01	1,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,454
Number of participants with account balances	2015-01-01	997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,450
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,405
Number of retired or separated participants receiving benefits	2014-01-01	7
Number of other retired or separated participants entitled to future benefits	2014-01-01	78
Total of all active and inactive participants	2014-01-01	1,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,490
Number of participants with account balances	2014-01-01	971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	13
2013: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,301
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,382
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	62
Total of all active and inactive participants	2013-01-01	1,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,450
Number of participants with account balances	2013-01-01	974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6
2012: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,358
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,251
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	45
Total of all active and inactive participants	2012-01-01	1,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,301
Number of participants with account balances	2012-01-01	966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	112
2011: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,324
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,337
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	19
Total of all active and inactive participants	2011-01-01	1,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,358
Number of participants with account balances	2011-01-01	985
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	88
2010: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,275
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,312
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	11
Total of all active and inactive participants	2010-01-01	1,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1,324
Number of participants with account balances	2010-01-01	929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	103
2009: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,272
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	1,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,275
Number of participants with account balances	2009-01-01	904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	48

Financial Data on RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR

Measure	Date	Value
2015 : RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$6,527
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$3,933,391
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,625,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,553,313
Expenses. Certain deemed distributions of participant loans	2015-12-31	$10,530
Value of total corrective distributions	2015-12-31	$501
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,025,751
Value of total assets at end of year	2015-12-31	$24,197,208
Value of total assets at beginning of year	2015-12-31	$22,882,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$61,355
Total interest from all sources	2015-12-31	$44,018
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$847,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$847,189
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,010,796
Participant contributions at end of year	2015-12-31	$334,470
Participant contributions at beginning of year	2015-12-31	$342,379
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$62,752
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$326,699
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,307,692
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$24,197,208
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$22,882,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$48,860
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$21,630,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$20,514,296
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$14,071
Interest earned on other investments	2015-12-31	$29,947
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,232,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,902,914
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-983,567
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$1,688,256
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$60,648
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,553,313
Contract administrator fees	2015-12-31	$12,465
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$7,509
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$5,050,232
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,403,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,331,328
Expenses. Certain deemed distributions of participant loans	2014-12-31	$5,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,894,482
Value of total assets at end of year	2014-12-31	$22,882,989
Value of total assets at beginning of year	2014-12-31	$19,228,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$66,799
Total interest from all sources	2014-12-31	$34,287
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$664,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$664,275
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,099,084
Participant contributions at end of year	2014-12-31	$342,379
Participant contributions at beginning of year	2014-12-31	$221,635
Participant contributions at end of year	2014-12-31	$62,752
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$55,401
Administrative expenses (other) incurred	2014-12-31	$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,646,926
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$22,882,989
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$19,228,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$53,661
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$20,514,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$17,380,458
Interest on participant loans	2014-12-31	$11,409
Interest earned on other investments	2014-12-31	$22,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,902,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,626,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$457,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,739,997
Employer contributions (assets) at end of year	2014-12-31	$60,648
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,331,328
Contract administrator fees	2014-12-31	$13,123
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$6,202,336
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,551,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,486,168
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$261
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,670,218
Value of total assets at end of year	2013-12-31	$19,228,554
Value of total assets at beginning of year	2013-12-31	$14,577,993
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$65,346
Total interest from all sources	2013-12-31	$28,211
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$500,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$500,613
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,899,067
Participant contributions at end of year	2013-12-31	$221,635
Participant contributions at beginning of year	2013-12-31	$162,962
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$137,116
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,650,561
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$19,228,554
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$14,577,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$53,374
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$17,380,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$12,880,285
Interest on participant loans	2013-12-31	$8,190
Interest earned on other investments	2013-12-31	$20,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,626,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,534,746
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,003,294
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$1,634,035
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,486,168
Contract administrator fees	2013-12-31	$11,957
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2013-12-31	410746749
2012 : RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$5,144,542
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,749,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,689,551
Expenses. Certain deemed distributions of participant loans	2012-12-31	$3,652
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,841,433
Value of total assets at end of year	2012-12-31	$14,577,993
Value of total assets at beginning of year	2012-12-31	$11,182,999
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$56,345
Total interest from all sources	2012-12-31	$32,508
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$260,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$260,885
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,946,569
Participant contributions at end of year	2012-12-31	$162,962
Participant contributions at beginning of year	2012-12-31	$97,793
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$221,983
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,394,994
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$14,577,993
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,182,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$45,465
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$12,880,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$9,826,992
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$5,045
Interest earned on other investments	2012-12-31	$27,463
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,534,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,258,214
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,009,716
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$0
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$1,672,881
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,689,551
Contract administrator fees	2012-12-31	$10,850
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2012-12-31	410746749
2011 : RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$62,877
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$3,608,128
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$653,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$611,690
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,768,761
Value of total assets at end of year	2011-12-31	$11,182,999
Value of total assets at beginning of year	2011-12-31	$8,165,475
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$41,791
Total interest from all sources	2011-12-31	$27,403
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$241,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$241,831
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,975,495
Participant contributions at end of year	2011-12-31	$97,793
Participant contributions at beginning of year	2011-12-31	$45,960
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$23,412
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,954,647
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,182,999
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,165,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$33,676
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$9,826,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,341,555
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$2,728
Interest earned on other investments	2011-12-31	$24,675
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,258,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$777,960
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-429,867
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$1,769,854
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$611,690
Contract administrator fees	2011-12-31	$8,085
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PLANTE AND MORAN
Accountancy firm EIN	2011-12-31	381357951
2010 : RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$66,004
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$4,297,668
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$258,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$228,848
Expenses. Certain deemed distributions of participant loans	2010-12-31	$1,271
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,609,274
Value of total assets at end of year	2010-12-31	$8,165,475
Value of total assets at beginning of year	2010-12-31	$4,125,904
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$27,978
Total interest from all sources	2010-12-31	$17,014
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$123,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$123,899
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,871,614
Participant contributions at end of year	2010-12-31	$45,960
Participant contributions at beginning of year	2010-12-31	$9,186
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$99,064
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$4,039,571
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,165,475
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,125,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$20,345
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,341,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,725,584
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$1,025
Interest earned on other investments	2010-12-31	$15,989
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$777,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$391,134
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$547,481
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$1,638,596
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$228,848
Contract administrator fees	2010-12-31	$7,497
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PLANTE AND MORAN
Accountancy firm EIN	2010-12-31	381357951
2009 : RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR

2015: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PR 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60243

Policy instance

Insurance contract or identification number	MR 60243
Number of Individuals Covered	1460
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60243

Policy instance

Insurance contract or identification number	MR 60243
Number of Individuals Covered	1490
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60243

Policy instance

Insurance contract or identification number	MR 60243
Number of Individuals Covered	1450
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60243

Policy instance

Insurance contract or identification number	MR 60243
Number of Individuals Covered	1301
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60243

Policy instance

Insurance contract or identification number	MR 60243
Number of Individuals Covered	1358
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60243

Policy instance

Insurance contract or identification number	MR 60243
Number of Individuals Covered	1324
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PRESBYTERIAN HOMES
Employer identification number (EIN):	362167832
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities